异动解读｜南方两倍做多三星电子盘中上涨9.9%，三星HBM4良率突破80%黄金关口持续提振

行情直击08-12 09:30

8月12日，南方两倍做多三星电子盘中上涨9.9%，报72.16港元，成交额842.03万港元。

消息面上，三星电子第六代高带宽内存HBM4良率已从量产初期不足60%大幅攀升至约80%，提前达到年底目标，突破业界所称的"黄金良率"水平，工艺改善速度远超市场预期。三星明确第三季度HBM4营收将环比增长逾三倍，下半年HBM4占整体HBM营收比重将超六成，并力争年末HBM整体市占率看齐其约38%的DRAM全球份额。作为两倍杠杆产品，该ETF对标的股价波动具有放大效应。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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